PL
Pamela Lee Evason
CRD 5771930
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Windermere Wealth Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Windermere Wealth Advisors, Llc
Managing Director · 10% – 25% · May 2012
-
Windermere Wealth Advisors, Llc
Member · GP / trustee / elected manager · May 2012
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗